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How AI Turned Infrastructure Into a Must-Own Asset

Infrastructure took center stage at VettaFi’s Midyear Market Outlook Symposium...

Who will control Africa’s AI infrastructure, and at what cost? | Technology News

Johannesburg, South Africa – In April, African Union ministers gathered in...

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How AI Turned Infrastructure Into a Must-Own Asset

Infrastructure took center stage at VettaFi’s Midyear Market Outlook Symposium on Thursday, drawing portfolio managers from Impax Asset Management and BNY Investments – Newton. Both argued that the asset class belongs in most portfolios as a dedicated allocation, not a tactical theme. Key Takeaways: Experts at VettaFi’s symposium argued infrastructure...

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